What is the SpaceX IPO and why does it matter? SpaceX has filed publicly with the SEC and is targeting a Nasdaq listing on or around June 12, 2026, under the ticker SPCX. The company...
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Job transitions are a busy time, filled with uncertainty and emotion, both for you and your family. Having personally gone through five transitions and advised a number of clients through theirs, here are some lessons...
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Are you or someone you love thinking about the next living stage as you age? You have worked hard for your future and want to enjoy it in an environment where you will thrive. Making...
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Social Security claiming decisions are a crucial component of your financial plan. Making the wrong assumptions about how the system works can negatively impact the value of your benefits over time, often irreversibly. Don’t fall...
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In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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2020 has been a challenging year. For those subject to retirement account required minimum distributions (RMDs), the challenges of tracking them will continue far past the arrival of a vaccine for Coronavirus. It helps to...
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HTG friend Richard Bobbe greets his 100th birthday with gratefulness and good humor. In “Ruminations” he looks back on his fortuitous life and shares his reflections – so inspiring we had to share. Many years...
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The United States has been clobbered by the impact of Covid-19 and its associated economic effects. To provide some relief, the government has implemented a myriad of programs which are likely to have broad reach,...
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In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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On December 20, 2019, Congress passed legislation making significant changes to the rules that apply to many of our favorite retirement plans. Nicknamed “the SECURE Act,” this new federal law will touch many of our...
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